Certified Financial Planner Professional

Responsibilities

• Cultivate prospective client leads.
• Serve as the primary advisor for an assigned group of client relationships.
• Lead client meetings and maintain ongoing communication with clients and their families.
• Build trusted, long-term relationships through proactive outreach and exceptional service.
• Identify evolving client needs and recommend appropriate planning strategies.
• Collaborate with support staff and other advisors to ensure a seamless client experience.
• Develop, implement, and monitor comprehensive financial plans.
• Provide advice related to retirement planning, investment management, tax planning strategies, estate planning coordination, insurance and risk management, education funding, and cash flow and debt management.
• Analyze client data and prepare recommendations using financial planning software.
• Monitor client progress and adjust strategies as goals and circumstances evolve.
• Cultivate relationships with centers of influence, including attorneys, CPAs, and other professionals.
• Participate in networking events, educational seminars, and community activities.
• Support the firm's business development initiatives through referrals and strategic relationship building.
• Contribute to the growth and retention of the firm's client base.
• Work closely with team members to deliver an exceptional client experience.
• Maintain accurate and timely client records and documentation.
• Stay current on industry trends, regulatory requirements, and best practices.

Requirements

• CFP® certification in good standing.
• Bachelor's degree in finance, financial planning, accounting, economics, business, or a related field.
• A minimum of 3 years of experience independently leading client relationships within a financial planning or wealth management firm.
• Strong knowledge of financial planning concepts, investment principles, and retirement planning strategies.
• Excellent verbal and written communication skills.
• Demonstrated ability to build trust and manage multiple client relationships effectively.
• Proficiency with financial planning software, CRM systems, and Microsoft Office applications.

Technologies

• Financial planning software
• CRM systems
• Microsoft Office

Benefits

• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Health club membership
• Retirement plan with employer contributions
• Continuing education and CFP renewal support
• Professional development opportunities

Position Summary

The firm seeks an experienced and client-focused CERTIFIED FINANCIAL PLANNER™ professional to join a growing wealth management team. The role centers on leading client relationships, developing personalized financial plans, and acting as a trusted advisor to individuals and families. The successful candidate will demonstrate strong technical expertise, excellent communication skills, and a commitment to always acting in clients’ best interests.

Work Location

In person

Compensation

Salary: USD 100,000 per year